New Insight Wealth Advisors Purchases in Q2 2024

New Insight Wealth Advisors

  • $170 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
6.3K
+ 16.87%
$497.53 - $549.64 $3.14M - $3.46M
43.7K $23.9B
TSLA
Tesla, Inc.

Consumer Cyclical
2.59K
+ 7.86%
$142.05 - $197.88 $368K - $512K
35.5K $7.03B
FBND
Fidelity Merrimack Str Tr Tota

ETFs
27.6K
+ 20.99%
$44.06 - $45.49 $1.21M - $1.25M
159K $7.14B
IXN
Ishares Global Information Tec

ETFs
8.92K
+ 17.03%
$68.72 - $84.8 $613K - $756K
61.3K $5.07B
VGT
Vanguard Information Technolog

ETFs
683
+ 6.36%
$479.9 - $588.82 $328K - $402K
11.4K $6.58B
AAPL
Apple Inc.

Technology
971
+ 5.16%
$165.0 - $216.67 $160K - $210K
19.8K $4.17B
VO
Vanguard Mid Cap ETF

ETFs
4.28K
+ 12.97%
$234.99 - $248.98 $1M - $1.06M
37.3K $9.02B
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
2.87K
New
$199.21 - $276.76 $572K - $795K
2.87K $749M
GOOGL
Alphabet Inc.

Communication Services
346
+ 2.05%
$150.53 - $185.41 $52.1K - $64.2K
17.2K $3.13B
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
24.5K
New
$22.82 - $23.32 $559K - $571K
24.5K $569M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
11.7K
+ 8.27%
$75.81 - $80.15 $886K - $937K
153K $11.9B
AMZN
Amazon Com Inc

Consumer Cyclical
648
+ 2.29%
$173.67 - $197.85 $113K - $128K
29K $5.6B
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
5.06K
+ 6.32%
$77.44 - $82.55 $392K - $418K
85.1K $6.91B
FDEM
Fidelity Emerging Markets Mult
15.3K
New
N/A
15.3K $391M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
742
+ 12.97%
$127.7 - $179.69 $94.8K - $133K
6.46K $1.12B
META
Meta Platforms, Inc.

Communication Services
413
+ 10.72%
$430.17 - $527.34 $178K - $218K
4.27K $2.15B
PINS
Pinterest, Inc.

Communication Services
150
+ 0.53%
$32.4 - $44.98 $4.86K - $6.75K
28.4K $1.25B
MSFT
Microsoft Corp

Technology
184
+ 2.56%
$389.33 - $452.85 $71.6K - $83.3K
7.38K $3.3B
AVGO
Broadcom Inc.

Technology
1
+ 0.11%
$1204.71 - $1828.87 $1.2K - $1.83K
944 $1.52B
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
2.85K
+ 3.41%
$8.4 - $14.74 $23.9K - $42K
86.5K $1.16B
CRWD
Crowd Strike Holdings, Inc.

Technology
627
New
$282.64 - $390.43 $177K - $245K
627 $240M
QCOM
Qualcomm Inc

Technology
1.19K
New
$157.63 - $227.09 $187K - $269K
1.19K $236M
FCAL
First Tr Iii Calif Mun High In

ETFs
3.61K
+ 18.4%
$48.79 - $49.83 $176K - $180K
23.2K $1.15B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
2.51K
+ 59.02%
$58.24 - $64.51 $146K - $162K
6.77K $433M
SCHG
Schwab Strategic Tr Us Large C

ETFs
1.25K
+ 34.02%
$87.04 - $101.61 $109K - $127K
4.92K $496M
MUST
Columbia ETF Tr I Multi Sector

ETFs
6.63K
+ 37.91%
$20.19 - $20.62 $134K - $137K
24.1K $491M
MINV
Matthews Asia Fds Asia Innovat
1.4K
+ 3.11%
N/A
46.4K $1.25B
GOOG
Alphabet Inc.

Communication Services
222
+ 10.1%
$151.94 - $186.86 $33.7K - $41.5K
2.42K $444M
VBK
Vanguard Small Cap Growth ETF

ETFs
456
+ 49.84%
$237.63 - $258.31 $108K - $118K
1.37K $343M
GS
Goldman Sachs Group Inc

Financial Services
5
+ 0.22%
$389.49 - $470.41 $1.95K - $2.35K
2.32K $1.05B
UA
Under Armour Inc Cl C

Consumer Cyclical
11.7K
New
$6.28 - $7.02 $73.8K - $82.5K
11.7K $76.7M
RWK
Invesco Exchange Traded Fd Tr

ETFs
700
+ 32.17%
$106.43 - $115.19 $74.5K - $80.6K
2.88K $316M
IYK
Ishares U.S. Consumer Staples

ETFs
1.12K
+ 17.75%
$64.04 - $68.25 $71.7K - $76.4K
7.43K $488M
VOT
Vanguard Mid Cap Growth Index

ETFs
214
+ 23.26%
$218.75 - $234.97 $46.8K - $50.3K
1.13K $260M
COST
Costco Wholesale Corp

Consumer Defensive
6
+ 2.17%
$704.88 - $870.75 $4.23K - $5.22K
283 $241M
O
Realty Income Corp

Real Estate
854
+ 12.56%
$50.8 - $55.45 $43.4K - $47.4K
7.66K $404M
IDHQ
Invesco ETF Tf Ii S&P Intl Dev

ETFs
950
+ 11.17%
$29.02 - $31.4 $27.6K - $29.8K
9.46K $288M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
11
+ 1.77%
$455.1 - $504.28 $5.01K - $5.55K
634 $317M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
721
+ 6.49%
$56.43 - $60.79 $40.7K - $43.8K
11.8K $692M
NOW
Service Now, Inc.

Technology
11
+ 3.72%
$643.29 - $786.67 $7.08K - $8.65K
307 $242M
VTI
Vanguard Total Stock Market Et

ETFs
3
+ 0.16%
$245.23 - $269.4 $736 - $808
1.9K $507M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
130
+ 5.89%
$95.11 - $97.92 $12.4K - $12.7K
2.34K $227M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
273
+ 3.36%
$25.12 - $25.81 $6.86K - $7.05K
8.39K $213M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
77
+ 2.46%
$102.13 - $110.88 $7.86K - $8.54K
3.21K $342M
ISCB
International Speedway Corp

ETFs
50
+ 0.63%
$51.49 - $55.89 $2.57K - $2.79K
7.96K $429M
SHOP
Shopify Inc.

Technology
230
+ 6.64%
$56.97 - $78.19 $13.1K - $18K
3.7K $244M
DASH
Door Dash, Inc.

Communication Services
51
+ 2.68%
$108.78 - $140.95 $5.55K - $7.19K
1.96K $213M
DIS
Walt Disney CO

Communication Services
31
+ 1.31%
$99.29 - $122.82 $3.08K - $3.81K
2.4K $238M
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
744
+ 0.65%
$93.69 - $101.79 $69.7K - $75.7K
115K $11.3B
Activity Summary
Buys All Purchases 50 New Holdings 6 Increased Positions 44 Sells All Sells 30 Reductions 30 Sold out 0 Options Calls 0 Puts 0
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